Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25T
AUM Growth
-$1.02T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,191
New
Increased
Reduced
Closed

Top Buys

1
+$451M
2
+$270M
3
+$245M
4
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$210M
5
INFY icon
Infosys
INFY
+$123M

Top Sells

1
+$52.9B
2
+$36.7B
3
+$29.1B
4
AMZN icon
Amazon
AMZN
+$28.1B
5
META icon
Meta Platforms (Facebook)
META
+$18.4B

Sector Composition

1 Technology 21.39%
2 Financials 10.81%
3 Healthcare 9.76%
4 Consumer Discretionary 9.07%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4151
$3.35M ﹤0.01%
74,132
-3,268
4152
$3.34M ﹤0.01%
326,860
+229,806
4153
$3.34M ﹤0.01%
55,441
-101,953
4154
$3.34M ﹤0.01%
97,940
-507,584
4155
$3.33M ﹤0.01%
306,875
-187,357
4156
$3.33M ﹤0.01%
458,885
-598,937
4157
$3.33M ﹤0.01%
54,525
-53,481
4158
$3.33M ﹤0.01%
1,447,036
-1,337,716
4159
$3.32M ﹤0.01%
74,576
-51,928
4160
$3.32M ﹤0.01%
173,712
+23,264
4161
$3.31M ﹤0.01%
421,230
-393,634
4162
$3.3M ﹤0.01%
299,839
-492,333
4163
$3.3M ﹤0.01%
+112,820
4164
$3.28M ﹤0.01%
1,472,820
-1,826,504
4165
$3.28M ﹤0.01%
329,991
-336,239
4166
$3.28M ﹤0.01%
26,734
+21,862
4167
$3.28M ﹤0.01%
1,251,550
-1,858,656
4168
$3.27M ﹤0.01%
617,602
-134,978
4169
$3.27M ﹤0.01%
1,293,702
-1,177,010
4170
$3.26M ﹤0.01%
127,130
-104,410
4171
$3.25M ﹤0.01%
4,916,868
-220,514
4172
$3.25M ﹤0.01%
331,421
-610,101
4173
$3.25M ﹤0.01%
1,319,496
-944,020
4174
$3.24M ﹤0.01%
+73,724
4175
$3.23M ﹤0.01%
51,390
-50,076
165 166
167
168 169